WellyBox

A CRM for your receipts

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Description

WellyBox offers an AI-powered solution designed to streamline receipt and invoice management for businesses and individuals. It functions as a central hub, automatically gathering financial documents directly from email accounts like Gmail and Outlook, as well as other specified sources. The platform employs AI and Optical Character Recognition (OCR) technology to analyze these documents, extracting key information such as vendor details, dates, and amounts accurately.

Beyond automatic collection, WellyBox facilitates easy organization and integration. Users can scan paper receipts using a WhatsApp integration, convert collected data into Excel spreadsheets for analysis, and synchronize documents with cloud storage services like Google Drive and Dropbox. It also supports seamless integration with popular accounting software including QuickBooks, Xero, and FreshBooks, simplifying data entry and collaboration with accountants, ultimately saving significant time on administrative tasks.

Key Features

Automatic Receipt Collection: Gathers receipts and invoices automatically from email (Gmail, Outlook) and online portals.
AI & OCR Data Extraction: Analyzes documents to extract key information like amount, date, and vendor.
WhatsApp Receipt Scanning: Allows scanning of paper receipts using a WhatsApp chatbot integration.
Accounting Software Integration: Syncs seamlessly with QuickBooks, Xero, FreshBooks, and other tools.
Spreadsheet Export: Converts receipt data into Excel spreadsheets for analysis and reporting.
Cloud Storage Sync: Integrates with Google Drive and Dropbox for easy storage.
Accountant Access: Provides dedicated access for accountants to view and manage documents.
Team Collaboration: Supports multiple users within a single account (depending on plan).